Key Client Development Consultant

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8. Possibility of use with other CRM More and more often we come across companies that use several CRM systems at once. For example, one for the customer base, and the second for partners. Or one for leads, and the second for clients. Thanks to its integration capabilities, Hubspot integrates with other systems. With some of them (for example, Salesforce) there is direct integration, while with others it is possible to integrate via the Zapier service or API. Pricing : 4. Capsule CRM Service capabilities: 1. Control and management of tasks create work tasks, online calls, deadlines, recurring tasks and email reminders, calendar subscriptions and monitoring, as well as full automation of progress and task priorities.



2. Reporting Sales and activity analytics for the india whatsapp number last time, advanced win/lost sales reports with pipeline growth, export of reports to Excel, convenient analytics filter by time periods and users for a more accurate picture of statuses. 3. Contact management All data about people and companies, full text search for the necessary contacts, file attachment and address import, automatic connection of user profiles with their social networks. 4. Security Two-factor authentication, data export, data recovery within 30 days, assigning roles to different users or limiting them, signing in via Google Workspace, GDPR compliance processes.



5. Communication Integration with various applications and extensions, iOS and Android systems, lead capture directly from your website, integration with MS Office 365, Google Workspace, MailChimp, Wufoo, Xero, FreshBooks, Zapier, API access. 6. Custom settings Custom fields to capture the information you need, custom sales milestones, action and activity types, dropbox for forwarding messages and emails, custom tags to create data categories based on your business needs. Pricing : 5. Freshworks CRM Service capabilities: Freshworks CRM acts as a single source of truth for your business and provides a complete view of your customer by collecting and consolidating their experiences in one place.